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iShares Core S&P 500 ETF

2,241 hedge funds and large institutions have $204B invested in iShares Core S&P 500 ETF in 2021 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 983 increasing their positions, 828 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,241
Holders Change
+43
Holders Change %
+1.96%
% of All Funds
39.12%
Holding in Top 10
721
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+1.69%
% of All Funds
12.59%
New
128
Increased
983
Reduced
828
Closed
55
Calls
$124M
Puts
$232M
Net Calls
-$108M
Net Calls Change
-$164M
Name Holding Trade Value Shares
Change
Shares
Change %
DCM
1676
Disciplina Capital Management
Tennessee
$881K +$123K +286 +16%
TIA
1677
Tiemann Investment Advisors
California
$878K +$86.4K +201 +11%
CCA
1678
Checchi Capital Advisers
California
$871K
OAM
1679
Oppenheimer Asset Management
New York
$871K +$569K +1,324 +189%
SSWM
1680
Smith Salley Wealth Management
North Carolina
$869K +$2.58K +6 +0.3%
PWM
1681
PBMares Wealth Management
Virginia
$868K -$20.2K -47 -2%
HR
1682
Hayden Royal
North Carolina
$864K +$347K +808 +67%
PA
1683
Procyon Advisors
Connecticut
$863K +$112K +260 +15%
VCM
1684
Violich Capital Management
California
$860K
TIAM2
1685
Tru Independence Asset Management 2
Oregon
$858K -$179K -417 -17%
MMPW
1686
Mitchell McLeod Pugh & Williams
Alabama
$856K +$372K +866 +77%
CWMU
1687
Caliber Wealth Management (Utah)
Utah
$852K +$126K +294 +17%
JC
1688
Jentner Corp
Ohio
$847K
EWM
1689
Executive Wealth Management
Michigan
$843K +$12.5K +29 +2%
AFG
1690
Allegheny Financial Group
Pennsylvania
$841K
WCM
1691
Whitener Capital Management
North Carolina
$841K +$7.74K +18 +0.9%
BB
1692
Berkshire Bank
Massachusetts
$837K +$131K +304 +19%
VIM
1693
Vista Investment Management
Pennsylvania
$829K -$5.59K -13 -0.7%
CWP
1694
Curated Wealth Partners
California
$828K
SFFS
1695
Stonehage Fleming Financial Services
Jersey
$825K -$59.3K -138 -7%
RMCM
1696
Reynders McVeigh Capital Management
Massachusetts
$825K -$34K -79 -4%
CWA
1697
Clarity Wealth Advisors
California
$823K +$3.87K +9 +0.5%
ACM
1698
Azimuth Capital Management
Michigan
$818K
NRI
1699
NFP Retirement Inc
California
$818K +$407K +948 +99%
FVCM
1700
F&V Capital Management
Florida
$817K -$4.3K -10 -0.5%